Schedule, Recurrence, and Stages Guide

A practical planning guide for users who need recurring work, staged flow, or scheduled behavior inside QBM.

Projects & Jobs Planning End-User Guide

Overview

Some QBM workflows are not one-time actions. They need recurrence, scheduled timing, or stage-based movement.

Where To Find It

Path: Scheduling and planning dialogs across supported workflows

Use these dialogs when a record or activity needs planned timing, recurrence, or staged progression.

How It Works

QBM uses focused schedule, recurrence, and stages dialogs to help users define when something should happen and how it should progress.

Main Areas

Area What It Means When To Use It
Schedule details Controls the date or timing structure of the activity. Use it when the workflow depends on planned timing.
Recurrence rules Supports repeating work or repeating business actions. Use it when the same type of action happens again and again.
Stages Supports a stepped or phased progression through a process. Use it when the work should move through defined stages rather than a single status jump.

Recommended Workflow

  1. Open the supported workflow that needs schedule, recurrence, or stage control.
  2. Set the timing or recurrence rule carefully.
  3. Review the stages or progression settings if the process is phase-based.
  4. Save and confirm the plan behaves as expected.

Best Practice

  • Keep recurrence simple enough for users to understand.
  • Use stages only when they genuinely help operational clarity.
  • Review planned schedules after major business-calendar changes.